We are live on ! Find out more
PBD icon

Invesco Global Clean Energy ETF

39 hedge funds and large institutions have $10.7M invested in Invesco Global Clean Energy ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $9.71M → $10.7M (+$952K)

3% more funds holding

Funds holding: 3839 (+1)

0.61% more ownership

Funds ownership: 17.58%18.18% (+0.61%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$1.92M -$196K -15,941 -10%
BF
2
BOK Financial
Oklahoma
$921K
Morgan Stanley
3
Morgan Stanley
New York
$896K +$11.5K +937 +1%
CCM
4
Colorado Capital Management
Colorado
$698K +$29.5K +2,402 +5%
EFS
5
Edelman Financial Services
Virginia
$688K +$20.9K +1,706 +3%
Creative Planning
6
Creative Planning
Kansas
$562K +$52K +4,236 +11%
CYG
7
Clean Yield Group
Vermont
$532K -$86.5K -7,050 -14%
Bank of America
8
Bank of America
North Carolina
$524K +$62.5K +5,095 +14%
Jane Street
9
Jane Street
New York
$502K +$241K +19,619 +98%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$471K +$15.6K +1,275 +4%
PFM
11
Parsec Financial Management
North Carolina
$449K +$40.5K +3,304 +10%
Goldman Sachs
12
Goldman Sachs
New York
$388K -$165K -13,433 -30%
Wells Fargo
13
Wells Fargo
California
$357K -$23.5K -1,913 -6%
Stifel Financial
14
Stifel Financial
Missouri
$296K
TCOV
15
Trust Company of Vermont
Vermont
$211K +$161K +13,146 +375%
Citadel Advisors
16
Citadel Advisors
Florida
$202K +$196K +15,940 New
HCM
17
Howland Capital Management
Massachusetts
$187K
MFP
18
Mosaic Financial Partners
California
$172K +$167K +13,590 New
LPL Financial
19
LPL Financial
California
$133K +$129K +10,482 New
OWD
20
Osborn Williams & Donohoe
Ohio
$127K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$114K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$62K +$37.5K +3,058 +172%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$58K
IA
24
IFP Advisors
Florida
$42K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.7K

PBD Hedge Fund Activity: Q3 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Global Clean Energy ETF (PBD) for Q3 2017, worth a combined $10.7M — up 9.8% from $9.71M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PBD positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $241K. The largest seller was UBS Group, cutting an estimated $196K.

  • 39 institutional investors held Invesco Global Clean Energy ETF (PBD) as of Q3 2017, up from 38 in Q2 2017.
  • Funds reported $10.7M of Invesco Global Clean Energy ETF stock for Q3 2017, up 9.8% quarter-over-quarter.
  • 4 funds opened new Invesco Global Clean Energy ETF positions in Q3 2017 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Global Clean Energy ETF buyer in Q3 2017 was Jane Street, an estimated $241K added.
  • The largest Invesco Global Clean Energy ETF seller in Q3 2017 was UBS Group, an estimated $196K sold.

Based on aggregated 13F filings for Q3 2017.